services
why outsource your paraplanning?
Financial planning is a demanding industry. In order to succeed in business, you need to maximise your time with clients rather than spending time preparing documents. Having a paraplanner in your business is desirable, but paying the salary for an employee is expensive, especially during those inevitable slow periods.
That's where we come in.
When you engage us to take care of your paraplanning needs, you:
1. have more time with clients to chase more business
​
2. can control costs so you are not paying a paraplanner salary when your business hits slower times, but you still have access to a full service paraplanner during busy seasons
​
3. have a clear idea of your paraplanning fees, as we use a fixed price structure. This allows you to pass on the fee for plan preparation on to clients, or budget for the expense ahead of time with the confidence that you will know exactly how much the work will cost.​
​
services & costs
Our standard turnaround times are between 1-2 weeks providing we have all of the information we require to complete your request.
Should you wish a document to be constructed at short notice we reserve the right to apply a surcharge on our standard fees according to our schedule of fees.